Institutional Ownership
Wisdomtree Tr
CUSIP 97717X651US S CAP QTY DIVDGRSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
126
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 558.9K | $29.60M |
| 2 | Morgan Stanley | 521.2K | $27.60M |
| 3 | Stonebridge Financial Group, LLC | 281.6K | $14.91M |
| 4 | Lido Advisors, LLC | 235.6K | $12.48M |
| 5 | Raymond James Financial Inc | 227.0K | $12.02M |
| 6 | Bank Of America Corp /De/ | 180.5K | $9.56M |
| 7 | United Advisor Group, LLC | 124.7K | $6.60M |
| 8 | Ubs Group AG | 106.3K | $5.63M |
| 9 | Commonwealth Equity Services, LLC | 104.9K | $5.56M |
| 10 | Xml Financial, LLC | 103.2K | $5.46M |